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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,316 | $61,787-36.4% | $97,197-59.6% | $80,925-51.4% |
| Participation rate | 67.6% | 63.5%+4.2pp | 72.7%-5.0pp | 67.7%0pp |
| Annual return | 18.52% | -558.16%+576.7pp | 75.47%-57.0pp | 35.65%-17.1pp |
| Employer contribution / active EE | $752 | $1,836-59.0% | $2,723-72.4% | $2,756-72.7% |
| Participant deferral / active EE | $3,409 | $3,027+12.6% | $4,263-20.1% | $4,299-20.7% |
| Admin fee / account holder | $936 | $5,170-81.9% | $5,637-83.4% | $6,940-86.5% |